Fundsmith Equity Fund Sicav I GBP Acc

Morningstar Rating™(Relative to Category)29/02/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearHighAverage5 star
10-Year--Not Rated
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fundsmith Equity Fund Sicav I GBP Acc
  • MSCI ACWI Growth NR USD
%
Volatility Measurements31/03/2020
 
3-Yr Std Dev12.33 %
3-Yr Mean Return10.85 %
 
3-Yr Sharpe Ratio0.79
 
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World Free Growth NR USD
3-Yr Beta0.890.96
3-Yr Alpha3.101.54
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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